PERFORMANCE WEALTH PARTNERS, LLC
Legal name: PERFORMANCE WEALTH
CRD #311735 SEC #801-120074 HINSDALE, IL (630) 686-5715
SEC Registered
Total AUM
$3.4B
Discretionary
$3.4B
Employees
14
Clients
251
Accounts
2,296
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $3.4B | $3.4B | $24.1M | 14 | 0 |
| Dec 2024 | $2.5B | $2.5B | $18.8M | 13 | 0 |
| Nov 2024 | $2.5B | $2.5B | $18.8M | 13 | 0 |
| Sep 2024 | $2.5B | $2.5B | $18.8M | 13 | 0 |
| Aug 2024 | $2.5B | $2.5B | $18.8M | 13 | 0 |
| Feb 2024 | $2.5B | $2.5B | $18.8M | 13 | 0 |
| Nov 2023 | $1.9B | $1.9B | $12.4M | 11 | 0 |
| Nov 2023 | $1.9B | $1.9B | $12.4M | 11 | 0 |
| Sep 2023 | $1.9B | $1.9B | $12.4M | 11 | 0 |
| Sep 2023 | $1.9B | $1.9B | $12.4M | 11 | 0 |
| Jul 2023 | $1.9B | $1.9B | $12.4M | 11 | 0 |
| Mar 2023 | $1.9B | $1.9B | $12.4M | 11 | 0 |
| Feb 2023 | $1.9B | $1.9B | $12.4M | 11 | 0 |
| Dec 2022 | $2.8B | $2.7B | $69.1M | 11 | 0 |
| Aug 2022 | $2.8B | $2.7B | $69.1M | 11 | 0 |
| Apr 2022 | $2.8B | $2.7B | $69.1M | 10 | 0 |
| Mar 2022 | $2.8B | $2.7B | $69.1M | 10 | 0 |
| Dec 2021 | $2.3B | $2.2B | $73.4M | 8 | 0 |
| Oct 2021 | $2.3B | $2.2B | $73.4M | 8 | 0 |
| May 2021 | $2.3B | $2.2B | $73.4M | 8 | 0 |
| Apr 2021 | $0 | $0 | $0 | 8 | 0 |
| Jan 2021 | $0 | $0 | $0 | 8 | 0 |
| Jan 2021 | $0 | $0 | $0 | 8 | 0 |
| Dec 2020 | $0 | $0 | $0 | 8 | 0 |
DateJan 2025
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$24.1M
Employees14
Clients0
DateDec 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$18.8M
Employees13
Clients0
DateNov 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$18.8M
Employees13
Clients0
DateSep 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$18.8M
Employees13
Clients0
DateAug 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$18.8M
Employees13
Clients0
DateFeb 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$18.8M
Employees13
Clients0
DateNov 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$12.4M
Employees11
Clients0
DateNov 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$12.4M
Employees11
Clients0
DateSep 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$12.4M
Employees11
Clients0
DateSep 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$12.4M
Employees11
Clients0
DateJul 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$12.4M
Employees11
Clients0
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$12.4M
Employees11
Clients0
DateFeb 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$12.4M
Employees11
Clients0
DateDec 2022
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$69.1M
Employees11
Clients0
DateAug 2022
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$69.1M
Employees11
Clients0
DateApr 2022
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$69.1M
Employees10
Clients0
DateMar 2022
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$69.1M
Employees10
Clients0
DateDec 2021
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$73.4M
Employees8
Clients0
DateOct 2021
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$73.4M
Employees8
Clients0
DateMay 2021
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$73.4M
Employees8
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0